+260.5%
VLO vs NVDL
+2,476.2%
-2,215.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +5.3% | -10.3% | +15.6% | +5.6% |
| 30D | +18.2% | -7.1% | +25.4% | +18.4% |
| 3M | +53.3% | +6.6% | +46.8% | +52.7% |
| 6M | +70.4% | +21.1% | +49.4% | +68.4% |
| YTD | +143.4% | +15.2% | +128.2% | +140.4% |
| 1Y | +153.0% | +18.8% | +134.2% | +148.8% |
| 3Y | +195.0% | +649.9% | -454.9% | +178.9% |
| All | +260.5% | +2,476.2% | -2,215.7% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVDL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling